Intel Corp (INTC)

[chipguy]

If Google bought a huge number of Power systems instead of Xeon it would
hurt Intel.

If Google bought a huge number of Z systems instead of Xeon it would hurt
Intel.

If Google bought a huge number of SPARC systems instead of Xeon it would
hurt Intel.


If Google bought a huge number of AMD based systems instead of Xeon it
would hurt Intel.

If Google figured out a way it could use its existing Xeon systems much
more efficiently and delays all further hardware purchases for two years
it would hurt Intel.

Lot's of hypotheticals could hurt Intel. Lot's of hypotheticals could help
Intel. Let's see what actually happens. Right now the server market is 99%
x86 (of which over 95% is Intel) and 1% everything else. This isn't a random
starting point but the result of the last 20+ years of desperate, vicious, and
highly creative competition among a variety of RISC and CISC platforms.
ARM is just another RISC, late to the party, thrown into the meat grinder
starting at zero.